Disciplined Investments’s Navient NAVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-31
Closed -$576 1032
2023
Q2
$576 Sell
31
-9
-23% -$167 ﹤0.01% 1181
2023
Q1
$640 Sell
40
-7
-15% -$112 ﹤0.01% 1159
2022
Q4
$773 Buy
47
+17
+57% +$280 ﹤0.01% 1006
2022
Q3
$0 Sell
30
-1
-3% ﹤0.01% 1472
2022
Q2
$0 Sell
31
-10
-24% ﹤0.01% 1499
2022
Q1
$1K Buy
+41
New +$1K ﹤0.01% 1085